Page Comparison

Select Enrolments from the Data Type drop-down menu.

Click Save and Continue.

Note: Joint Administrators will need to input the appropriate Employer code during this step.

Tip: You can overwrite the Data Collection Name so it's easier to search for later.

Click Upload File to initiate the file upload process.

Note: You can return to this screen at any time to upload additional files or manually enter additional members.

Then click Download a template file and select.

Open from the pop-up window to open the file template.

Now enter the member data you wish to submit to HOOPP.

Tip: The correct formatting can be found in the Member Data File Specifications.

Once you have entered all member data, save the file to your computer.

Note: Once the file is saved in .csv format, opening the file in Excel will delete the formatting changes and cause errors.

The imported member records will be displayed on the screen. Any records containing input errors will be identified with a red dot.

The File Summary indicates how many errors need to be corrected.

To view information about an error, single click the member's record and details will display on the right.

Click Edit to correct the error.

There are several options for addressing errors:

• Correct the Data – update the data originally provided
• Approve Warning – select an override for the reported data
• Postpone Member – set aside to work on at a later time
• Reject Member – delete the member from the data collection

Review your submission for accuracy.

Then click Submit to send the information to HOOPP.

Your new submission now appears on the Data Collections page.

Click on the submission to see a summary on the right.

Then click on the HOOPP Insight logo to return to the Dashboard homepage.